Event Speakers

CAIA Boston Presents: Private Markets in U.S. Wealth Management

  • Date: July 22, 2026
  • Location: Cerulli Associates

Speakers

Daniil Shapiro
Organization: Cerulli Associates


Daniil is a Director in Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product strategy, development, and management functions. This broadly includes assessing the opportunity for product line expansion, evaluating emerging product trends, assessing optimal pricing strategy, and understanding distribution and product positioning for investment products across retail and institutional channels.

Relying on industry surveys and interviews with a wide variety of industry stakeholders, Daniil seeks to deliver insights through Cerulli’s published research, consulting engagements, and presentations.

Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and publishing of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture and held risk and compliance roles at HSBC’s investment bank.